You should consider hiring our firm if you want to:

• Turn your nest egg into a reliable paycheck in retirement.
• Lower taxes and keep more of your hard-earned money.
• Improve after-inflation returns and reduce portfolio risk.
• Spend more of your time doing the things you love in retirement.
• Ensure your heirs have a professional to lean on if something happens to you.

• We specialize in retirement planning and do our best work with investors age 50+ within 5 years of retirement (or already retired).
• Who have saved a retirement nest egg of $750,000+ (excluding your home).
• Who are looking for a trusted advisor to manage their investments and financial plan so they can focus on what they love most.
• Ultimately, hiring an advisor only makes sense if the value you receive exceeds the cost. That value is realized through tax savings, investment and retirement plan optimization, mistake avoidance, time saved, and confidence.

• After the Retirement Readiness Snapshot, we will work together on an all-inclusive long-term basis where we offer ongoing financial planning guidance and investment management (this transparent fee is based as a percentage of the investments we oversee and manage).
• All fees will be fully disclosed during our Discovery Meeting.

• We do our best work with retirement savers who need (and want!) a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
• If you prefer a financial planner who offers these limited-term engagements, we can point you in the right direction.

Yes! Since we are a 100% virtual-based practice, we work with clients all over the U.S. Our firm regularly meets with clients through Zoom video conferencing. Each virtual meeting is protected by a complex, unique password, and we adhere to strict security guidelines to protect your privacy.

• For your safety and convenience, Salley Wealth Management uses LPL Financial as a third-party custodian for our client investment and retirement accounts.
• LPL Financial administers more than $1.8 trillion in assets as of March 31, 2025. As a trusted custodian, LPL Financial safely holds your investment accounts and provides reporting to you and the IRS each year. You can view your investments at any time via LPL’s online account view.